Account Type*** *****Account Owner******** ***Account Opps/Deals*** *******Closed Won • Jan 25****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsHead of Sales and Relationship Management- Stock Plan ServicesApr 02 - PresentGreat West InvestmentsAccount ExecutiveJun 99- Apr 02
Eric VoorheisSr BDRView Profile, Eric VoorheisLance FrenchAssociate Director Client Development Environmental DivisionView Profile, Lance FrenchLeigh BowenSenior Manager Account ManagementView Profile, Leigh Bowen